-24.7%
WULF vs SBUX
-7.3%
-17.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.0% |
| 7D | +1.4% | -5.5% | +6.9% | +4.7% |
| 30D | -2.6% | -8.5% | +5.8% | +2.2% |
| 3M | -34.0% | -2.9% | -31.1% | -33.6% |
| 6M | +10.0% | -1.5% | +11.5% | +9.0% |
| YTD | +45.7% | +19.4% | +26.3% | +28.0% |
| 1Y | +57.3% | +22.9% | +34.4% | +33.4% |
| 3Y | +878.9% | +11.3% | +867.7% | +770.0% |
| All | -24.7% | -7.3% | -17.5% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling